We are using sugarcrm application for marketing and sales force automation, we do many online and offline marketing activities like googe search, email campaign, facebook campaign, google display Ads and offline like hoardings, news paper etc, the challenge is the we have big list of online integration with sugarcrm. At present we are handling , one of the example , if the search user in the internet clicks on the Adwords that is of our campaign and click on it then fill the form where the form code will have UTM Source as Google and when form is filled and submitted it pushes the lead to sugarcrm and at sugarcrm side based on the UTM Source = Google then Lead Source is Web-Google. please find the attached list, day by day such list is growing and some times the digital agency does not exactly place the keyword as per the Sugar mapping hence lead source becomes Blank. also report source columns are too big . Please suggest the best practice for the lead source and UTM source. thanks in advance.utm-source.xlsx

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Dear Experts
I am using sales force automation sugarcrm and we are evaluating the CTI integration either the complete cloud telephony or hybrid, one of the service provider has this hybrid where they do not charge for inbound and outbound call per minute unlike the complete cloud telephony instead they will host their server may be PBX and that is connected to their data center but application will used is of their platform, and calls will be routed to us directly from telco both the inbound and outbound unlike the complete cloud where calls are routed from their data centre.
please suggest the best solution to go for, pros and cons please. thanks in advance.

We are having SugarCRM runs on php, apache and mysql 5.6. we have a module called inventory which has project, block as modules in SugarCRM , can you please help me how to take schema in each table with top 10 commands and this to be provided to the developer. please help me with steps and by taking schema of every table with top 10 commands will it affect instance as it is production server, and how to take this through the shell login with mysql root and also is it possible to achieve this though phpmyadmin. please provide me the steps , thanks in advance.

We are using SugarCRM enterprise edition for sales force automation for marketing campaigns and sales work force now we have a requirement for business intelligence solution for SugarCRM enterprise edition.
1. I have heard of CognosBI from IBM few years ago is this still the best BI to go for.
or any other BI tool please suggest

Dear Experts
I am we are using SugarCRM for sales force automation though the server hardware is with good config still the performance is low, slow loading while login and as well listing the leads and fetching reports takes more time, we have around 150 users and we are using sugar enterprise. not really sure should I have to host database server i,e mysql in a separate instance , this application is running on redhat enterprise linux with httpd2.4, mysql5.6 and php56,
PHP modules and settings were able to install all but could not mange mcrypt as it was not supported by redhat, also could not install libsodium extension however without these two i,e mcrypt and libsodium still instance is found to be working not sure if the performance issue that is load time is consuimg more is due to this , the perfromance is slow within the same network in my lan where sugarcrm is hosted . please suggest how to resolve this. thanks

We are using SugarCRM for sales force automation and we keep sending promotional emails and as well transnational emails, though transnational emails are lesser compared to the promotional emails. all users and marketing campaigns email accounts as of G-suite accounts hence present challenge we send 500 external mails as per the g-suite limitations. hence going for bulk mail services we decided to go for sendgrid going for a plan monthly 50K mails,
1. can you please suggest the best practice as SendGrid provides two ways to send email through their SMTP relay or through their Web API.
2. for transnational mails that is on the progress of our product after purchase or support can we use sendgrid smtp relay and for promotional through web api or anyone would do please suggest.

3. if we use sendgrid SMTP relay does it affect our IP reputation that is sugarcrm hosted that IP and if we use web api then our IP i,e sugarcrm does not get affected please suggest
thanks in advance

Dear Experts
for our sales force we would like to provide netbook or crome book to use sales force automation SugarCRM enterprise, can you please recommend which one would be best fit. all sales users email account are with g-suite formerly known as google maps, experts suggestion please. thanks in advance

we are using SugarCRM , our online marketing agency are recommending to create the additional fields in lead module like utm source, utm campaign, utm medium, we have source drop down in the leads module, can you please suggest why these utm fields are required and how it is useful, thanks in advance

We are evaluating to provide crome note books to sales force team who are using SugarCRM enterprise , at present they are using SugarCRM mobile app but there is a requirement from them for the laptop/note book, also we have integrated SugarCRM with google.
please suggest me does crome notebook does it have a portability or supports dongle/data card for the internet, this is in additional to the wifi connectivity also is it possible to control the app level like to restrict users only use business applications like CRM and ERP.

Some years back MS CRM a person would purchase CRM and install it to their local server. Since there are a lot of different flavors of CRM out there today, like sugarCRM, vtiger, ZurmoCRM, suiteCRM, etc., can we purchase MS CRM for web server and install it to our own web server of choice? And how can we go about it?

I look at this list and see what I thought were low prices, but I thought "users" were admins. I expect to have thousands of sales people, maybe 10,000 even, paying perhaps a $10/month fee. And most of that fee needs to go to cover my management costs, not the costs of my CRM service.

We have been bombarded with all types of CRM products free and paid and want to make a right decision. Which are the free CRM apps mostly used out ther in the market and which paid CRM apps is also mostly used out there in the market.

Please advice on the CRM free or paid that would be most easy to learn.

Have installed redhat enterprise linux 7.2 and installed httpd24, mysql54 and php54 , one of the prerequisite package for installing sugarcrm application is php54-php-imap but this is not available in rhel7.2 subscription channel. please suggest from where we can install this package or is there work around.
Thanks in advance.php54-php-imap.txt

I am working as an AVP-IT but I also sold the idea of marketing automation, sales force automation and customer support I have been given an opportunity to implement the CRM application and also deployed call centre and integration with crm application for inbound and outbound also advanced marketing automation software act-on for lead nurturing, these all are not only my initiative instead I have successfully implemented and drive though the adoption.this is as a corporate growth strategy centralising the multi-branch process though the technology business applications . I have put forward the promotion I do not know what designation I fit in , can you please suggest me, can I ask for all the following
1. VP IT Operations
2. Internal Digital marketing technology support
3. marketing and salesforce automation support
The reason I am asking all these designation is while in the process of driving or enabling some functional heads bringing the resistance mentioning that Iam IT person,this designation from the management might and announcement from HR will avoid conflicts is what I think, please suggest also please correct the above listed designations to best suit

We have approx 11 projects each of the project has 5 to 7 sales users, presently all the calls are directly landing to the sales users as every project is announced with one DID number and our PBX is configured in round robin calls routing for the sales team. Also customer support payment follow-up for the existing customers approx 4 for each project in total 7 projects as of now customer complaints are manual and hence customer used to visit the location or send email.

I have proposed call centre operations for the sales, customer support and customer complaints of total 8 resource assuming on any day one resource will be weekly off and one may be absent hence 6 resource working.
1. the process is restructuring the marketing/sales existing process with the call centre enabled all the inbound calls of all the 11 projects will first handled by the front line staff of call centre only the potential leads will be assigned to the sales users though the sugarcrm as the call centre application is integrated with sugarcrm application.
2. customer complaints will be handled through the case management as we have suagrcrm enterprise edition
Management has accepted for this proposal but asking me justification for 8 resource, I planned to tell that each project 2 man resource effort will be reduced hence 22-8 but let us calculate 16-8 hence 8 man resource will be reduced more than that effective tracking of leads and its activities will be achieved.
We are also …

call centre operations comes under which department, I am working as an Head IT and I was given an opportunity to implement the sales force automation I could successfully manage to implement marketing automation, sales force and customer support as these are part of any good CRM application in additional I did sell the marketing automation software act-on which is native integration with sugarcrm the one we use for sales force, marketing and support. trained the sales users on lead scoring, utilised power of email campaigns and made the leads to cookie and get to know the insights of customer by seeing their behaviour on website, Also implemented the call centre which is integrated to Sugarcrm we have many regions call centre got very much successful in one region as all the calls are first handled by the front line staff and then these are created as leads and assigned to the sales user in the sugarcrm and sales users who are in mobile who use the sugarmobile app will get the lead to their Sugarcrm mobile app and they process from there on, also gave a thought to track the last activity like calls, emails, sms from the suagrcrm and enabled. I am not sure if I can be the functional head for the call centre operations many internal are asking me to head the call centre , please suggest

Sugar requires some very specific file permissions settings in order to install. The user the web server is running under needs to have read and write permissions on many Sugar files. At a minimum, the following files and directories need to be writable from your web server:
./config.php
./config_override.php
./sugarcrm.log
./cache/ and all subdirectories and files
./custom/ and all subdirectories and files
./data/ and all subdirectories and files
./modules/ and all subdirectories and files
Sugar running on Linux expects the listed files and directories to be owned by the same user running the webserver and to also be in the same group. Sugar would then require the following permissions:
775 for the directories listed above
664 for the config.php file and all files in the directories listed above
To set the permissions on Linux you can execute the following commands modified to replace apache and apache with your web server user and group:

Want to achieve the following:
1. sending a massive amount of emails over a short time period (ie. 75,000 to 100,000 emails in under one day).
2. should be allowed or possible to import 30,000 to 50,000 email contacts at one go or per one import session
3. will subscribe for third party smtp email service provider for this service

Suggestion/Recommendation request
a)can you please suggest to achieve the above, is it recommended to setup the infrastructure by procuring the good hard ware server and install Sugarcrm and with dedicated upstream internet bandwidth 20 to 25 mbps
OR
b)going for cloud service of dedicated server and setup sugarcrm and configure the third party smtp server so that need not invest on server and huge dedicated bandwidth recurring cost , please let us know the names of cloud service provider to whom I can reach

the reason iam not thinking about the cloud based email marketing solution like constant contact, mailchimp because they do not allow massive email campaigns on one go/same day also very expensive

considerations or limitations: it is accepted by my functional heads on non-opted-in email accounts will make the email delivery to spam but still they are okay with this. can you please suggest on what best I can do here for my company needs

we are planning to revamp our website presently it is word press cms , i would to get an experts suggestions on the following
1. we are also planning to integrate with payment gateway
2. we are in to real estate , apartments selling hence good navigation and user experience which be easily added marketing components.
3. security features are important
4. to be integrated with sugarcrm for webtolead
5. regular blog activity
6. to be integrated with marketing automation softwares like hubspot/marketo/act-on
7. website presently will be of 300 to 400 pages and will grow
8. mobile support
Please suggest the best CMS, we are happy to procure/subscribe also, platform environment preferably on linux OS.
also suggest us the best hosting server service providers we would like subscribe for dedicated linux server hence reputed and best service hosting service provider. we are located in india